See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,627 | $209,832+29.9% | $189,513+43.9% | $167,490+62.8% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 15.72% | 748.27%-732.6pp | 555.15%-539.4pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,134 | $6,914-69.1% | $6,162-65.4% | $4,837-55.9% |
| Participant deferral / active EE | $5,469 | $8,935-38.8% | $8,221-33.5% | $6,341-13.8% |
| Admin fee / account holder | $1,470 | $14,293-89.7% | $12,045-87.8% | $12,309-88.1% |